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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $58.1B AUM 2,069 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New 825 Added 829 Reduced 110 Exited
Page 97 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 AKTS AKTIS ONCOLOGY INC Healthcare 14,185.0 $254K NEW $17.89 +34.7%
1922 OOMA OOMA INC Communication Services 17,400.0 $253K NEW $14.55 +17.5%
1923 PBYI PUMA BIOTECHNOLOGY INC Healthcare 39,308.0 $251K $6.39 +18.3%
1924 FA FIRST ADVANTAGE CORP NEW Industrials 21,270.0 $250K -49K -69.8% $11.76 +36.6%
1925 WS WORTHINGTON STL INC Basic Materials 8,208.0 $249K -717.0 -8.0% $30.35 +29.2%
1926 ENOV ENOVIS CORPORATION Industrials 10,905.0 $248K +2K +27.5% $22.75 -3.4%
1927 VKTX VIKING THERAPEUTICS INC Healthcare 7,597.0 $247K -19K -71.6% $32.54 -6.6%
1928 ACLX ARCELLX INC Healthcare 2,148.0 $247K -2K -45.6% $114.82 +0.2%
1929 MCY MERCURY GENL CORP NEW Financial Services 2,794.0 $246K NEW $88.15 +16.5%
1930 SMITHFIELD FOODS INC 8,801.0 $246K NEW $27.97
1931 AZTA AZENTA INC Healthcare 11,570.0 $244K -39K -77.0% $21.13 +10.3%
1932 BL BLACKLINE INC Technology 6,601.0 $244K $37.00 -27.6%
1933 PAYO PAYONEER GLOBAL INC Technology 50,341.0 $243K -43K -46.3% $4.83 +45.3%
1934 PLTK PLAYTIKA HLDG CORP Technology 87,200.0 $242K $2.78 +25.5%
1935 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 10,885.0 $242K +621.0 +6.0% $22.26 -4.9%
1936 CELC CELCUITY INC Healthcare 2,121.0 $242K NEW $114.14 -23.1%
1937 AREC AMERICAN RES CORP Energy 100,000.0 $242K NEW $2.42 -11.2%
1938 XPEL XPEL INC Consumer Cyclical 5,427.0 $240K $44.26 +2.2%
1939 GORO GOLD RESOURCE CORP Basic Materials 200,000.0 $240K NEW $1.20 +10.8%
1940 DK DELEK US HLDGS INC NEW Energy 5,308.0 $239K NEW $45.07 -8.0%
Page 97 of 104  ·  2,069 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 11.2%
Communication Services 11.0%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 8.2%
Consumer Defensive 4.8%
Real Estate 4.2%
Energy 3.2%
Basic Materials 2.6%